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Trusts, Wills & Wealth Management

So you want to protect your hard earned assets from creditors and taxes on death?
And would you like to be sure that you will be remembered generation after generation after generation?
We can help.

Want a trust for wealth management?

You need Derek’s expert advice (take a look at his Google reviews, there are over 100 five star reviews) on forming and maintaining a trust structure.

You can read his book and then buy your trust at a discount through the book website, or make a free appointment with him either via Zoom or Google Meet. He’s a Professional Engineer and a Chartered Accountant and you can meet him as often as you like at no charge.

Just want a trust or a will? You can buy them here today.

Trusts

Formation of an employee share trust

R24 400.00
  • Formation of a new trust.
  • Unlimited free consultations with our CEO
  • Takes 8 to 14 weeks after submission, not including registering it as a taxpayer

Formation of a community trust

R19 400.00
  • Formation of a new trust.
  • Unlimited free consultations with our CEO
  • Takes 6 to 12 weeks after submission, not including registering it as a taxpayer.

Wills

One or two wills for spouses

R2,900.00
  • Creation of one or two wills for spouses

Will with testamentary trust

R13,950.00
  • One or two wills for spouses with testamentary trust deed to care for your minor children

Looking for other business services?

Buy a shelf trust NOW

2018 SHELF Trusts

2016 SHELF Trusts